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Jason_知行合一
IP属地：广东
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Jason_知行合一
Jason_知行合一
·
09-18 23:37
长期看好 坚信美团大战后会创新高
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Jason_知行合一
Jason_知行合一
·
09-17
📢 #马云重回阿里 看好未来# 大家注意到没，马云最近又频频出现在阿里园区，对内对外都在强调“重新创业”“让阿里巴巴再次伟大”（Make Alibaba Great Again）这种气势。 我觉得这是一个重大拐点，几个理由让人看好： 1. 领袖回归＋战略主动性：马云不只是象征性露面，而是真的参与战略方向推动，尤其在 AI、补贴战、电商竞争这些关键赛道上发力。 2. 资源与品牌依然强劲：阿里的市值已经重回 3 万亿港元以上，在 AI 战略 + 新业务加速的背景下，市场信心在积累。 3. 对手压力迫使变革：京东、美团等在内容、电商与物流等方面激烈竞争，这种外部压力反过来可能催化阿里内部的效率提升与产品创新加速。马云回归有可能带来更强执行力。 结论：我相信马云重返阿里，不只是情怀或象征，而是实质性的战略调整信号。阿里若能把 AI、自研芯片、电商与补贴战这些策略落实好，有很大可能在未来 1-2 年内迎来更高成长空间。强烈看多！
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Jason_知行合一
Jason_知行合一
·
09-16
这名字改得彻底认输了
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Jason_知行合一
Jason_知行合一
·
09-08
近期北水持续加仓美团，9月8日单日净流入5.71亿港元，近7天累计高达28亿。主力资金密集流入，彰显市场看好美团筑底成功，具备再冲阶段性底部的潜力
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Jason_知行合一
Jason_知行合一
·
09-03
100左右是底 期待反转
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Jason_知行合一
Jason_知行合一
·
08-31
AI加持 阿里港股至少能到160，周一15%
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511
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Jason_知行合一
Jason_知行合一
·
08-31
$阿里巴巴-W(09988)$
阿里自研AI芯片已进入测试阶段，转向本土代工，意味着在美国限制NVIDIA高端芯片出口的背景下，中国巨头正加速自主可控。若芯片量产落地，阿里在云计算、AI应用层面的竞争力有望大幅提升，叠加政策扶持，长期价值被低估，看多阿里未来表现 拿到160
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Jason_知行合一
Jason_知行合一
·
07-19
$阿里巴巴-W(09988)$
拿到130
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Jason_知行合一
Jason_知行合一
·
07-01
英伟达新高了 等他回调 100的达子
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Jason_知行合一
Jason_知行合一
·
07-01
等到260再入吧 短期全是利空
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